NWFAX Mutual Fund

NWFAX Mutual Fund

NAV$31.29
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Returns Overview

1 Month
+0.33%
3 Months
+2.76%
6 Months
+5.12%
YTD
+6.32%
1 Year
+12.70%
3 Years (annualized)
+15.87%
5 Years (annualized)
+9.79%
10 Years (annualized)
+13.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWFAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.32%
Peer Avg (YTD)
+9.41%
vs Peers
-3.09%

NWFAX Mutual Fund Performance

NWFAX performance across multiple time periods: 1-month 0.33%, YTD 6.32%, 1-year 12.70%, 3-year 15.87%, 5-year 9.79%, 10-year 13.28%.

NWFAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

NWFAX vs another fund shows side-by-side returns. NWFAX alternatives are available in the Mutual Fund Screener.